See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,096 | $104,475-51.1% | $159,436-68.0% | $79,386-35.6% |
| Participation rate | 97.3% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.6pp |
| Annual return | 86.91% | 67.95%+19.0pp | 263.57%-176.7pp | 116.85%-29.9pp |
| Employer contribution / active EE | $2,367 | $3,417-30.7% | $4,829-51.0% | $2,427-2.5% |
| Participant deferral / active EE | $8,272 | $6,467+27.9% | $7,352+12.5% | $4,046+104.5% |
| Admin fee / account holder | $4,456 | $711+526.5% | $10,799-58.7% | $626+611.3% |